OAKWORTH CAPITAL, INC.
Position in IBM — International Business Machines Corp
CIK 1588871
BIRMINGHAM, AL
Position in IBM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,082,095
+$223,308 QoQ
Shares Held
3,848
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,833
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 6%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026OAKWORTH CAPITAL, INC. holds $1,243,300 across 8 Information Technology Services names. IBM ranks #1 (87.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
3,848 | $1,082,095 | |
| 2 | ACN |
Accenture plc
|
883 | $109,880 | |
| 3 | CDW |
CDW Corp
|
193 | $27,143 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
109 | $14,927 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
21 | $2,892 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
70 | $2,711 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
174 | $1,967 | |
| 8 | IT |
Gartner Inc
|
13 | $1,685 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,082,095 | 3,848 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $858,787 | 3,543 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $873,522 | 2,949 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $751,956 | 2,665 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $785,588 | 2,665 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $662,678 | 2,665 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $504,509 | 2,295 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $507,157 | 2,294 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $302,661 | 1,750 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $334,180 | 1,750 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $286,702 | 1,753 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $333,632 | 2,378 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $318,467 | 2,380 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $308,061 | 2,350 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $338,135 | 2,400 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $318,291 | 2,679 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $381,494 | 2,702 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $352,613 | 2,712 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $393,227 | 2,942 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $393,588 | 2,833 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $407,959 | 2,783 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $384,188 | 2,883 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $273,159 | 2,170 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $203,431 | 1,672 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $201,927 | 1,672 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $185,474 | 1,672 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||